Wealth Management Advisor Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Management AdvisorEast Hills, NY$100,000–$200,000 / yearSecurities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryStamford, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Wealth Advisor AprioWealth AdvisorNew York, NY$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
ETF Specialist, RIA & Intermediary Distribution Virtus Investment Partners IncETF Specialist, RIA & Intermediary DistributionNYRemote$160,000–$175,000 / yearVirtus ETF Solutions (VES), an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform that provides investors access to differentiated investment capabilities from select sub-advisors across equity, fixed income, multi-asset and alternative investment strategies. The ETF Specialist will serve as a dedicated ETF resource to the Virtus distribution organization, partnering closely with internal sales professionals to expand ETF adoption and market share across the Registered Investment Advisor (RIA), Independent Broker-Dealer and Private Client channels.
Director Of Product Management LearnLux IncDirector Of Product ManagementNew York, NY$190,000–$230,000 / yearYou'll operate at multiple zoom levels, from setting long-term product direction and shaping our operating model to working directly with Product, Design, and Engineering on the experiences we're building. As LearnLux grows, you'll grow the Product and Design organization alongside it, evolving our talent, capabilities, and ways of working to ensure we continue rising to the opportunities in our market.
Sales Development Representative SDR LearnLux IncSales Development Representative SDRNY$60,000–$70,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals.
Money Editor, CNBC Make It VERSANT Media Group, Inc.Money Editor, CNBC Make ItEnglewood Cliffs, NJ$90,000–$130,000 / yearThis editor will play a key role in shaping Make It's daily and enterprise coverage, working closely with reporters, producers and senior editors to identify compelling angles, elevate story ideas and ensure every piece is clear, useful, memorable and true to the Make It voice. The ideal candidate is both a rigorous editor and an imaginative thinker - someone who can sharpen a reported piece, improve structure and flow, craft irresistible headlines and leads, and help develop smart editorial franchises that connect with ambitious readers.
Money Editor, CNBC Make It VERSANT Media Group IncMoney Editor, CNBC Make ItEnglewood Cliffs, NJ$90,000–$130,000 / yearThis editor will play a key role in shaping Make It's daily and enterprise coverage, working closely with reporters, producers and senior editors to identify compelling angles, elevate story ideas and ensure every piece is clear, useful, memorable and true to the Make It voice. The ideal candidate is both a rigorous editor and an imaginative thinker - someone who can sharpen a reported piece, improve structure and flow, craft irresistible headlines and leads, and help develop smart editorial franchises that connect with ambitious readers.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Hedge Funds and Liquid Alternatives Assistant Vice President StifelHedge Funds and Liquid Alternatives Assistant Vice PresidentNew York, New YorkFull timeThe Assistant Vice President (AVP) is responsible for sourcing, evaluating, monitoring, and supporting a broad range of alternative investment and tax-aware solutions, including hedge funds, liquid alternative mutual funds, private funds, long-only limited partnerships, exchange funds, tax-aware long/short strategies, opportunity zone funds, 721 exchange strategies, 1031 exchange-related solutions, tax-managed separately managed accounts (SMAs), and other tax-deferral and tax-efficient investment products. What You'll Be Doing: The Hedge Funds and Liquid Alternatives Assistant Vice President (AVP) is responsible for sourcing, monitoring and evaluating various hedge fund and liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products.
NewAssoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Fairleigh Dickinson UniversityAdjuncts - Adjuncts for CFP Certificate program- Fall 2026NJJob Title: Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Campus: Florham Campus, Madison, NJ Department: Accounting, Tax & Law Department-Florham Hiring Manager: Ron West Hiring Manager Title: CFP Program Director College: Silberman College of Business Position Type: Faculty Grade: Adjunct FLSA: Exempt Faculty Rank: Adjunct Faculty Salary: $ 2,166.67 per credit General Benefits. Status: No Response Months Worked: No Response Job Summary: Adjunct instructors to teach on Zoom (and possibly in person on the Florham campus, NJ) for a graduate level CFP Certificate program that is a CFP Board registered program.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Wealth Management Advisor Selby Jennings LtdWealth Management AdvisorNew York, NY$150,000–$200,000 / yearThis is a planning-led role where Advisors act as the primary point of contact for their clients, delivering tailored advice while leveraging the support of specialists across investments, retirement planning, and broader wealth management services. Unlike many advisory opportunities, successful Advisors are provided with a sizeable portfolio of existing high-net-worth client relationships from day one.
Vice President Of Finance LearnLux IncVice President Of FinanceNew York, NY$200,000–$275,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business.
Sr Wealth Advisor Northern Trust CorpSr Wealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
NewPlanning Consultant - Bryant Park, NY FidelityPlanning Consultant - Bryant Park, NYNew York, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Wealth Advisor Wilmington TrustSenior Wealth AdvisorNew York, New YorkBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Wealth Advisor Northern TrustWealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.